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Social Security & Retirement Strategies for Today


4100 Illinois Route 53
Lisle, IL 60532 United States



September 17


11:00 am - 1:00 pm

Join Josh Bretl, CPA, in the Sycamore Room of The Morton Arboretum for a lunch discussion of social security and retirement strategies!

We will be discussing:
– Retiring with confidence you can outlive your money
– Optimal time to start drawing Social Security benefits
– Strategies to legally minimize the taxes you pay on your Social Security benefits
– How to use the 2018 tax law and possible SECURE Act to your advantage
– And much more…
This is not a sales presentation. These workshops are held as an introduction to our firm and to provide information to the community.

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